Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$176K
- Short-term disability$145K
- Dental$136K
- Vision$136K
- Life$136K
- Other$136K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $185K premiums / 127 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | 401(k) | $94.2M | 164 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $185K | 127 | 2025 |
| #501 | BREAZEALE, SACHSE & WILSON, L.L.P. GROUP HEALTH PLAN AND TRUST | Self-funded | - | $0 | 0 | 2025 |